Stored Filters

With a Stored Filter, you can now filter all the relevant data of your form, and save that filter to apply at any time. To do so, please follow the instructions below.

STEP 1: From the Data tab, highlight the form you want to apply the filter to (A) and click Stored Filters (B).

PLEASE NOTE: Clicking the Icon filter in the actual row, will take you to the temporary filter page.

STEP 2: On the Record Filter List page, click New Filter.

iFORM TIP: On this page, there are five different options available. Please see below for more detail.

New Filter: Creates a new filter.

Edit Filter: Edits the selected filter.

Delete Filter: Deletes the selected filter.

Copy Grammar: This will give you the grammar needed for to make the same request through our API (v60).

Table Edit View: This will open up a spreadsheet view where you can edit your data in real time. Be careful, all edits will take effect immediately. Click here for more information on the Table Edit View.

STEP 3: Name your filter.

iFORM TIP:Make this name descriptive, especially if you are planning to make multiple filters on the same form.

STEP 4: At this point, you are ready to build your filter. There are two options available for refining the request, Add Rules and Add Groups.

ADD RULES: Allows you to set a single rule on a single field. For example, show anyone over the age of 18.

ADD GROUPS: Allows you to set multiple rules on a single field. For example, show records created from 01/01/2015 to 07/01/2015 and 01/01/2014 to 07/01/2014.

STEP 5: Choose which elements you want to display by checking the box next to its name by checking the boxes on the left side (A) will show those selected elements in the results.

Checking the boxes on the right (B) will give you the option to decide in what order the results will be sorted.

PLEASE NOTE: The lower priority number will be sorted first.

SUBFORMS: Subforms will follow the same methodology as the parent. Once you select a subform in the parent list, a new option for filtering will open up along with all the elements in the subform.

iFORM TIP: Subforms are indicated by not having a checkbox in the right column.

STEP 6: Click Save Filter. You will be brought back to the Record Filter List.